Private Portfolios, Inc.

Private Portfolios, Inc. (CRD# 111905) is a financial advisory firm headquartered in San Mateo, CA. They manage $95,141,202 in 248 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $383,634
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Private Portfolios, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Mark T. Flowers
CRD#: 5717806
424 N San Mateo Dr, Ste 200, San Mateo, CA 94401
96
Wealthminder
score

Mark Flowers (CRD# 5717806) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has over 7 years of experience in the finance industry. Mark Flowers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel B. Binn
CRD#: 2378500
424 N. San Mateo Drive, Suite 200, San Mateo, CA 94401
93
Wealthminder
score

Daniel Binn (CRD# 2378500) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has over 23 years of experience in the finance industry.

3
Robert L. Kern
CRD#: 6232878
1900 S. Norfolk Street, Sutie 350, San Mateo, CA 94403
87
Wealthminder
score

Robert Kern (CRD# 6232878) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has 1 year of experience in the finance industry.

4
Robert F. Binn
CRD#: 21697
424 N. San Mateo Drive, Suite 200, San Mateo, CA 94401
83
Wealthminder
score

Robert Binn (CRD# 21697) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has over 37 years of experience in the finance industry.

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